Tu and Lei start this pod with a discussion on CAAM numbers and outlook for BYD & Chery. They then take a look ahead to 2022 and how the OEMs will deal with the current battery constraints and how they may bleed into 2022. 

Tu & Lei then give a bit of background on Niutron and its CEO, founder of NIU, and his colorful past which then pushes them into a broader discussion about the technology companies who've announced plans to enter the EV space.

Finally, Tu & Lei discuss the 9.98% stake that BAIC has in Daimler, how it got to that point and the significance of two Chinese OEMs owning almost 1/5 of one of Germany's most important companies. 

They close out the pod with a discussion on NIO Day 'Hello World' and speculate what you may see as part of NIO Day. 

Digital Disruption with Geoff Nielson
Discover how technology is reshaping our lives and livelihoods.

Listen on: Apple Podcasts   Spotify